Customize Workflow Stages

Tailor your workflow to match your job search process.

Animated Demo

Watch how to customize stages:

Understanding Workflow Stages

Stages represent steps in your application journey:

• Prospect - Jobs you're interested in
• Applied - Application submitted
• Screening - Initial recruiter contact
• Interview - Active interview rounds
• Offer - Received an offer
• Closed - No longer active

Accessing Workflow Settings

1. Go to Settings → Workflow
2. View your current stages
3. Make changes as needed

Adding a Stage

1. Click Add Stage
2. Enter the stage name
3. Choose a color
4. Set the position (order)
5. Click Save

Suggested Additional Stages

Editing Stages

1. Click the stage you want to edit
2. Change name, color, or order
3. Click Save

Note: Editing a stage name updates it everywhere, including existing applications.

Reordering Stages

Drag and drop stages to change their order in the workflow.

The order affects:

• Kanban column arrangement
• Status dropdown order
• Progress visualization

Deleting Stages

1. Click the stage to delete
2. Click Delete
3. Choose what to do with applications in that stage:
   • Move to another stage
   • Keep as-is (stage becomes uncategorized)

Warning: Deleting stages can affect reporting and organization.

Using Templates

Don't want to build from scratch?

1. Go to Settings → Workflow
2. Click Apply Template
3. Choose from:
   • Standard (6 stages)
   • Tech Industry (specialized for tech roles)
   • Simple (minimal 3-stage workflow)

Tips

• Match your process - Stages should reflect how you actually track
• Not too many - 5-8 stages is usually ideal
• Clear names - Use terms you'll understand quickly
• Logical order - Stages should flow left-to-right

Related

• Kanban Board
• Tracking Progress